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Investing.com-- U.S. stock futures were largely unchanged Tuesday evening after the S&P 500 and Nasdaq closed higher on optimism around the U.S.-China trade deal, and a...
Investing.com -- A notable feature of the $4 trillion “One, Big Beautiful Bill” introduced by House Republicans is the establishment of a novel savings mechanism, referred to as...
Investing.com -- Goldman Sachs said in a note Tuesday that it is dialing back its risk exposure across asset classes, citing recent tariff de-escalation and macroeconomic...
Risk management is one of the most crucial elements of successful financial planning, serving as the foundation for both protecting your assets and achieving your long-term...
The Q1 2025 earnings season heads into its final peak week with mostly positive results from S&P 500 companies thus far. With 90% of companies from the index now reporting,...
Last week, we discussed that while the market improved sharply, the underlying economic data continues to decline steadily. However, given that the data was not recessionary, the...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1002 | 962 | 1116 | 1261 | 1766 | 2422 |
Fund Return | 0.23% | -3.83% | 11.58% | 8.04% | 12.05% | 9.25% |
Place in category | 192 | 228 | 121 | 490 | 759 | 184 |
% in Category | 18 | 22 | 14 | 47 | 75 | 28 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 149.84B | -4.70 | 13.98 | 12.57 | ||
American Funds American Balanced A | 110.23B | -0.52 | 8.11 | 7.88 | ||
American Funds Invmt Co of Amer A | 93.18B | -3.01 | 14.74 | 11.18 | ||
American Funds Washington Mutual A | 87.76B | -0.80 | 11.20 | 11.14 | ||
American Funds Income Fund of Amer | 78.2B | 4.34 | 6.92 | 6.92 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 66.61B | -0.06 | 10.12 | 10.68 | ||
Vanguard Equity-Income Adm | 52.53B | -0.18 | 8.33 | 9.86 | ||
Vanguard Windsor II Admiral | 46.59B | -2.88 | 9.23 | 9.94 | ||
Vanguard Value Index Adm | 37.77B | -1.00 | 8.48 | 9.77 | ||
American Funds American Mutual R6 | 32.24B | 0.33 | 8.38 | 9.58 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.58 | 449.14 | -0.03% | |
Rtx Corp | US75513E1010 | 3.96 | 130.72 | +0.12% | |
AbbVie | US00287Y1091 | 3.17 | 188.00 | -1.09% | |
Apple | US0378331005 | 3.03 | 212.93 | +1.02% | |
GE Aerospace | US3696043013 | 2.69 | 221.58 | +1.20% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | BUY | Strong Buy |
Summary | Strong Buy | Buy | Strong Buy |
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